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Stock Analysis & ValuationEverest Re Group, Ltd. (0U96.L)

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Previous Close
£329.01
Sector Valuation Confidence Level
High
Valuation methodValue, £Upside, %
Artificial intelligence (AI)189.90-42
Intrinsic value (DCF)257.11-22
Graham-Dodd Method280.50-15
Graham Formula620.7089

Strategic Investment Analysis

Company Overview

Everest Re Group, Ltd. (LSE: 0U96.L) is a leading global provider of reinsurance and insurance solutions, headquartered in Hamilton, Bermuda. Operating through its Reinsurance Operations and Insurance Operations segments, the company offers a diversified portfolio of property and casualty reinsurance, specialty lines, and commercial insurance products. Everest Re serves clients across the United States, Bermuda, Europe, and other international markets, leveraging a multi-channel distribution network that includes reinsurance brokers, surplus lines brokers, and direct underwriting. With a strong presence in key reinsurance hubs like Bermuda, Ireland, and Singapore, the company provides critical risk transfer solutions, including marine, aviation, liability, and accident & health coverages. Founded in 1973, Everest Re has built a reputation for underwriting discipline and financial strength, supported by its robust capital position and global footprint. The company plays a vital role in the reinsurance sector, helping insurers manage catastrophic and complex risks while delivering consistent returns to shareholders.

Investment Summary

Everest Re Group presents a compelling investment case due to its diversified reinsurance and insurance portfolio, strong underwriting profitability, and conservative risk management. The company's global presence and multi-line capabilities position it well to capitalize on hardening reinsurance market conditions. With a market cap of $14.2 billion, diluted EPS of $32.58, and a solid dividend yield, Everest Re offers stability in the volatile reinsurance sector. However, investors should monitor exposure to catastrophic events, interest rate sensitivity in its investment portfolio, and competitive pressures in the reinsurance market. The company's low beta (0.578) suggests relative defensive characteristics compared to broader markets.

Competitive Analysis

Everest Re Group competes in the global reinsurance market by differentiating itself through its balanced portfolio approach, combining property catastrophe reinsurance with specialty lines and insurance operations. The company's competitive advantage stems from its Bermuda domicile (providing capital efficiency), global underwriting platform, and strong relationships with cedents. Everest's dual focus on treaty and facultative reinsurance allows it to tailor solutions while maintaining underwriting discipline. Compared to pure-play reinsurers, Everest's insurance operations provide diversification benefits and additional earnings streams. The company's $17.1 billion in revenue and $1.4 billion net income demonstrate scale advantages in an industry where size and ratings matter. Everest maintains an A+ (Superior) rating from A.M. Best, which is critical for competing on large reinsurance programs. Its $4.96 billion operating cash flow indicates strong premium conversion capabilities. However, Everest faces intense competition from larger European reinsurers in global markets and must continually demonstrate technical underwriting expertise to maintain margins in a cyclical industry.

Major Competitors

  • RenaissanceRe Holdings Ltd. (RNR): RenaissanceRe is a Bermuda-based reinsurer with strong positions in property catastrophe and specialty reinsurance. While smaller than Everest Re ($11.4B market cap), RenRe excels in innovative risk transfer solutions and has a superior combined ratio. However, it lacks Everest's diversified insurance operations and has greater exposure to peak catastrophe risks.
  • Axis Capital Holdings Limited (AXS): Axis Capital operates in both reinsurance and insurance segments similar to Everest Re but with a greater emphasis on specialty insurance lines. The company has struggled with underwriting volatility in recent years. Axis's $5.3B market cap is significantly smaller than Everest's, limiting its ability to compete on the largest reinsurance programs.
  • Everest Reinsurance Company (Berkshire Hathaway subsidiary) (RE): Berkshire Hathaway's reinsurance operations compete directly with Everest in many lines. Berkshire's AAA rating and massive balance sheet allow it to write larger limits and retain more risk. However, Everest's focused reinsurance expertise and nimble underwriting may provide advantages in specialized segments.
  • Swiss Re AG (SREN.SW): Swiss Re is a global reinsurance leader with $34B market cap and AA- rating. It dominates in life reinsurance and has greater geographic diversification than Everest. However, Swiss Re's size can make it less agile in responding to market opportunities, and its recent profitability has lagged Everest's.
  • Munich Re (MUV2.DE): Munich Re is the world's largest reinsurer with a €50B+ market cap and AA rating. Its scale and technical resources far exceed Everest's, but the company faces challenges in achieving underwriting margins comparable to Bermuda-based reinsurers. Munich Re's primary insurance operations are much larger than Everest's.
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